Start Your Tax Return

Begin your secure tax preparation process by creating your account in our encrypted client portal.

Create Secure Account

🔒 Your information is transmitted securely. Please do not send tax documents via email.

What Happens Next?

1. Create Your Secure Account

Sign up in our encrypted portal and verify your email address.

2. Upload Your Tax Documents

Securely upload W-2s, 1099s, prior returns, and supporting documents.

3. Review & E-File

We prepare your return, review it with you, and file electronically after your approval.

Optional Downloads

Tax Return Preparation Checklist (PDF) IRS Form 8879 – E-File Authorization TaxNBooks4U Individual 1040 Engagement Letter

Frequently Asked Questions

Is the client portal secure?

Yes. Our portal uses encrypted transmission and secure authentication protocols.

How long does tax preparation take?

Most individual returns are completed within a few business days once documents are received.

Can I upload documents instead of emailing them?

Yes. We strongly recommend uploading documents directly to the secure portal.